Setting a Title Field
Setting the Title Field, you can change the title of records, which appears in search results and notifications, to a more appropriate one. The Title Field is used for the following:
- Notification title
- Record title displayed in search results
- Page title of each record's "Record Details" screen
The top-most "Text" field on the app form is set as the default Title Field. You can select a field of your choice as the Title Field.
The following are the fields that can be set as the Title Field:
- Record number
- Text
- Text area
- Rich text
- Number
- Calculated
- Lookup
Steps
To set the Title Field, follow the steps below.
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Click the App Settings icon (the gear-shaped icon) at the upper right of the "View" screen.
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On the "App Settings" screen, select the App Settings tab, then click Title Field under Advanced Settings.
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On the "Title Field" screen, select Set manually under The field to be used as the record title, then specify a field to use.
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Click Save at the bottom right of the screen.
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Click Update App at the upper right of the screen.
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On the "Update App" dialog, click Update App.